See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS2 years Service code 10 · EIN 34-1082617 | Accounting | $8,800 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,088 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,133 | $78,422+141.2% | $95,952+97.1% | $79,858+136.8% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.4pp | 69.6%+21.9pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,593 | $1,945+33.3% | $2,541+2.0% | $2,471+4.9% |
| Participant deferral / active EE | $7,210 | $3,440+109.6% | $4,167+73.0% | $3,740+92.8% |
| Admin fee / account holder | $74 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |